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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,013 | $65,041-53.9% | $90,965-67.0% | $79,858-62.4% |
| Participation rate | 10.5% | 61.6%-51.1pp | 69.0%-58.5pp | 69.6%-59.1pp |
| Annual return | 17.64% | 30.45%-12.8pp | 134.57%-116.9pp | 31.72%-14.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $226 | $2,512-91.0% | $3,373-93.3% | $3,740-94.0% |
| Admin fee / account holder | $702 | $4,536-84.5% | $5,960-88.2% | $5,306-86.8% |